Case Study: Ambir Technology, Inc.
“We needed a local, Chicagoland partner who was willing to spend time auditing our current NetSuite use. A quick Internet search and we found Keystone—they were ideal in terms of having the skills and expertise to meet our multi-level objectives. We didn’t have the optimal resources to set up NetSuite in the beginning, so we needed a major tune-up. And we trusted Keystone had the tools to do it.”
Bill Hawkins, President/COO, Ambir Technology, Inc.
For over ten years, Ambir Technology Inc. delivers best-in-class options for scanning, signature capture and document management for businesses all over the country. A long-time NetSuite user, Ambir Technology needed an experienced Optimization partner to take their efforts to the next level.
Detailing the Objectives
Without the optimal resources, Ambir Technology needed a partner who understood how to drill into the detailed, and often overlooked, processes in NetSuite. “The Keystone team drilled down and prioritized our most critical needs within NetSuite, working with us to optimize our platform to house accounting, our CRM tool and payroll capabilities—all in one,” Hawkins described. “It was an epiphany.”
Real Time Information in No Time
Always on trend, Keystone introduced Ambir Technology to several new NetSuite features to streamline data entry and improve reporting for all departments. A two-fold process, Keystone’s optimized solution included an Outlook to NetSuite integration, enabling the accounting and payroll departments to eliminate the need of cutting and pasting information between applications. Secondly, Keystone worked hand-in-hand with Ambir Technology to consolidate and simplify system administration roles with robust role-based Dashboards—providing all users and management with real-time information critical to their individual business needs. Hawkins describes the end result when he says, “Keystone brought sanity to our NetSuite world!”
Trained and Ready
“Keystone has a tremendous working knowledge of NetSuite and its enigmas,” Hawkins explained. “Because of that, we also entrusted Keystone to train our staff—from our entire sales, support and operations teams to our top-level managers. Keystone hosted multiple group web-training sessions and even one-on-one sessions that represented their top-level understanding of NetSuite and our work flow needs.”
Positive Results Lead to a Positive Impact
“Before Keystone, we invested a lot of time and money with NetSuite Pro Services and had little to show for it. The Keystone team came in with a methodical project structure that reflected their experience, professionalism and integrity,” Hawkins expressed. “Keystone’s optimized solution effectively resolved all of our objectives and improved our productivity tremendously—giving us peace of mind that we can tame and efficiently use the NetSuite platform.”
- Since 2001, Ambir Technology has provided its customers and partners with integrated document management and imaging software solutions designed to simplify business processes.
- Initial NetSuite integration was set up by previous employees—leaving gaps in many processes and nagging issues that cost time, money and manpower to fix.
- Required a major overhaul of current CRM and accounting processes to streamline data entry and improve reporting.
- Keystone developed an integrated web-store, accounting, CRM and payroll capability—all within NetSuite.
- Customized Outlook to NetSuite integration to eliminate the need of cutting and pasting information between applications.
- Robust role-based dashboards to drive better decision making.
- Keystone provided staff training to improve use and user adoption of the new solution to ensure no gaps in various department processes.
- Keystone Business Services streamlined data entry and improved reporting, reducing errors and increasing information compliance rates throughout Ambir’s entire sales and customer support staff.
- Role-based dashboards were created to provide both users and management with real-time information to meet individual business needs—helping to consolidate and simplifying system administration tasks.
“Keystone’s optimized solution effectively ‑resolved all of our objectives and improved our productivity ‑tremendously—giving us peace of mind that we can tame ‑and efficiently use the NetSuite platform. ‑Keystone brought sanity to our NetSuite world!”
Ambir Technology, Inc.
Why Keystone Business Services?
From discovery, analysis and development to implementation and post-launch optimization, Keystone designs entity-specific solutions to help businesses like yours achieve your objectives.
As your core business processes evolve, trust Keystone to ensure your software applications evolve, too. With Optimization solutions customized to you, discover how Keystone can lead you to leverage new opportunities and gain efficiencies for your entire business.